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Home to personal wealth protection products that keep your money in your pocket!
We have 3 simple rules at Lexington Financial. They are safety 1st, Earn reasonable rates of return over time, and keep everything simple. Why do we believe in this? Because we know history, above all, we know what happened during the previous financial disasters! We don’t want to see people lose their retirement if we can help them avoid it.
Have you had concerns about the market? Then it’s time to reconsider your plan! The page “Knowing Your Money” will show you common retirement pitfalls. It’s never a bad idea to prepare for the worst case scenario!
Call us at 859-967-4663 to schedule a no-obligation review of your retirement plan. We also offer online booking through Calendly!
Market Snapshot, July 2025 - Aaron Stelter
As the month of July is rounding down, major indexes have been fast approaching ATH’s and breaching them on specific days as a resistance test. We are at a crossroads right now; changing economic policy with U.S trading partners, and CPI estimates for July 2025 have shown an increase in cost across all categories of spending, less new and used vehicles. This is sharply contrasted by index growth, showing there is still confidence in the market as a whole.
Tariffs are set to go into effect on August 1st with the new deals set between the U.S and it’s trading partners. This is approximately the time that customs is supposed to start collecting tariffs from imported goods.
The U.S is also looking to boost it’s internal infrastructure with rare-earth mining and electronic manufacturing. This “AI Race” between super-powers is ramping up, so who stands to benefit the most? The age-old adage “You want to be the pickaxe seller during the gold rush” comes to mind. With many companies increasing spend on AI model development, data centers, GPU’s, and so forth, the providers of these items and services are going to be under close watch by millions.
